People: WisdomTree Investments Inc (WETF.W)
WETF.W on CBOE When Trading NASDAQ Global Select Market
11.90USD
19 Jun 2013
11.90USD
19 Jun 2013
Price Change (% chg)
$-0.40 (-3.25%)
$-0.40 (-3.25%)
Prev Close
$12.30
$12.30
Open
$12.19
$12.19
Day's High
$12.22
$12.22
Day's Low
$11.90
$11.90
Volume
4,700
4,700
Avg. Vol
--
--
52-wk High
--
--
52-wk Low
--
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Summary
| Name | Age | Since | Current Position |
|---|---|---|---|
Michael Steinhardt |
71 | 2004 | Non-Executive Independent Chairman of the Board |
Jonathan Steinberg |
49 | 2012 | President, Chief Executive Officer, Director |
Bruce Lavine |
47 | 2012 | Vice Chairman of the Board |
Amit Muni |
44 | 2008 | Chief Financial Officer, Executive Vice President - Finance |
Gregory Barton |
52 | 2012 | Chief Operating Officer |
Luciano Siracusano |
46 | 2011 | Executive Vice President - Director of Sales, Chief Investment Strategist |
Peter Ziemba |
54 | 2011 | Executive Vice President - Business and Legal Affairs, Chief Legal Officer |
Frank Salerno |
52 | 2008 | Lead Independent Director |
Steven Begleiter |
51 | 2011 | Independent Director |
Anthony Bossone |
40 | 2009 | Independent Director |
R. Jarrett Lilien |
50 | 2008 | Independent Director |
James Robinson |
49 | 2004 | Independent Director |
Biographies
| Name | Description |
|---|---|
Michael Steinhardt |
Mr. Michael H. Steinhardt is Non-Executive Independent Chairman of the Board of WisdomTree Investments, Inc., since November 2004. From 1967 through 1995, Mr. Steinhardt served as Senior Managing Partner of Steinhardt Partners, L.P., a private investment company, and related investment entities. In 1995, Mr. Steinhardt closed Steinhardt Partners and eliminated his involvement in managing client assets. He founded and now serves as President of Steinhardt Management Co., Inc., which currently manages a single private investment fund investing in other funds managed by independent investment managers. Mr. Steinhardt currently devotes most of his time and financial resources to Jewish philanthropic causes, directed through The Steinhardt Foundation for Jewish Life for which he serves as Chairman. Mr. Steinhardt is the co-founder of Birthright Israel and he serves on its Board of Trustees and is a supporter. He also serves as Co-Chair of the Areivim Philanthropic Group. He also serves on the Board of Trustees of New York University, Brandeis University and the Steinhardt Family Foundation and on the Board of Directors of the Taub Center for Social Policy Studies in Israel. Mr. Steinhardt received his B.S. in Economics from The Wharton School of Business of the University of Pennsylvania. |
Jonathan Steinberg |
Mr. Jonathan L. Steinberg has been appointed as President, Chief Executive Officer, Director of WisdomTree Investments, Inc. He has been re-appointed as President of the Company, effective August 1, 2012. He was serving as Chairman of the Board of Directors from October 1988 to November 2004. He also served as Editor-in-Chief of Individual Investor and Ticker magazines, two magazines formerly published by the Company. Mr. Steinberg, together with Mr. Siracusano, was responsible for the creation and development of the proprietary index methodology. Prior to founding WisdomTree, Mr. Steinberg was employed as an analyst in the Mergers and Acquisitions Department of Bear Stearns & Co. Inc., an investment banking firm, from 1986 to 1988. Mr. Steinberg is the author of Midas Investing, published by Times Books, a division of Random House, Inc. He attended The Wharton School of Business at the University of Pennsylvania. |
Bruce Lavine |
Mr. Bruce I. Lavine has been appointed as Vice Chairman of the Board of WisdomTree Investments, Inc., effective August 1, 2012. He is no longer President, Chief Operating Officer of the Company, effective August 1, 2012. He has served as President and Chief Operating Officer since May 2006 and has been a member of Board of Directors since January 2007. From 1998 to 2006, he was employed by Barclays Global Investors, an asset management firm, in the following positions: from 1998 to 1999, he served as Director, Financial Planning, Global Finance; from 1999 to 2003, he served as Chief Financial Officer, Director of New Product Development, U.S. iShares and Individual Investor Business; and from 2003 to May 2006 he served as Head of iShares Exchange Traded Funds, Europe. From 1995 to 1998, Mr. Lavine served as the Manager of Business Planning at Sequel, Inc., a computer hardware services company. From 1991 to 1994, Mr. Lavine was employed by Bristol-Myers Squibb Company, a pharmaceutical company, first as a financial associate and then as a senior treasury analyst. Mr. Lavine received a B.S. with distinction in Commerce and an M.B.A. in Finance from the University of Virginia. Mr. Lavine is a Chartered Financial Analyst. |
Amit Muni |
Mr. Amit Muni is Chief Financial Officer, Executive Vice President - Finance of WisdomTree Investments, Inc., since March 2008. Prior to joining the Company, Mr. Muni served as Controller and Chief Accounting Officer of International Securities Exchange Holdings, Inc., an electronic options exchange, from 2003 until March 2008. Mr. Muni was Vice President, Finance, of Instinet Group Incorporated, an electronic agency broker-dealer, from 2000 to 2003. From 1996 until 2000, Mr. Muni was employed as a Manager of the Financial Services Industry Practice of PricewaterhouseCoopers LLP, an accounting firm. From 1991 until 1996, Mr. Muni was an accountant and a senior auditor for National Securities Clearing Corporation, a firm that provides centralized clearing, information and settlement services to the financial industry. Mr. Muni received a B.B.A. in Accounting from Pace University and is a Certified Public Accountant. |
Gregory Barton |
Mr. Gregory E. Barton has been appointed as Chief Operating Officer of WisdomTree Investments, Inc., effective 08 October 2012. Prior to TheStreet, Mr. Barton most recently served as General Counsel and Secretary at Martha Stewart Living Omnimedia, Inc., after having served as Executive Vice President of Licensing and Legal Affairs, General Counsel and Secretary at Ziff Davis Media Inc. In connection with his appointment as COO of WisdomTree Investments, Inc., Mr. Barton has resigned his directorship on the WisdomTree Trust Board where he has served as an Independent Trustee and Audit Committee Chairman since its inception in 2006. Mr. Barton earned a B.A., summa cum laude, in Political Science and Mathematics, from Claremont McKenna College, and a J.D., magna cum laude, from Harvard Law School. |
Luciano Siracusano |
Mr. Luciano Siracusano, III, is Executive Vice President - Director of Sales, Chief Investment Strategist of WisdomTree Investments, Inc., since March 2011. From October 2008 to March 2011, Mr. Siracusano served as Director of Sales and Chief Investment Strategist. Prior to serving in those positions, Mr. Siracusano served as Director of Research from 2001 until October 2008, and as a research analyst and editor of various media publications from 1999 until 2001. Mr. Siracusano, together with Mr. Steinberg, was responsible for the creation and development of fundamentally weighted index methodology. Prior to joining the Company in 1999, Mr. Siracusano was an Equity Analyst at Value Line, Inc., an investment research firm, from 1998 to 1999. Preceding his career in finance, Mr. Siracusano served as Special Assistant to HUD Secretary Henry Cisneros and as a Special Assistant to New York Governor Mario Cuomo. Mr. Siracusano received his B.A. in Political Science from Columbia University. |
Peter Ziemba |
Mr. Peter M. Ziemba is Executive Vice President - Business and Legal Affairs, Chief Legal Officer of WisdomTree Investments, Inc. He has served as Executive Vice President – Business and Legal Affairs since January 2008 and Chief Legal Officer since March 2011. From April 2007 to March 2011, Mr. Ziemba served as General Counsel. Prior to joining the Company, Mr. Ziemba was a partner in the Corporate and Securities department of Graubard Miller, which served as primary corporate counsel, from 1991 to 2007, and was employed as an associate at that firm beginning in 1982. Mr. Ziemba received his B.A. in History with university honors from Binghamton University and his J.D. cum laude from Benjamin N. Cardozo School of Law. Mr. Ziemba served as a director of the Company from 1996 to 2003. |
Frank Salerno |
Mr. Frank R. Salerno is Lead Independent Director of WisdomTree Investments, Inc., since 2008. He has served as a member of the Board of Directors since July 2005. From July 1999 until his retirement in February 2004, Mr. Salerno was Managing Director and Chief Operating Officer of Merrill Lynch Investment Advisors—Americas Institutional Division, an investment advisory company. Before joining Merrill Lynch, Mr. Salerno spent 18 years with Bankers Trust Company in various positions. In 1990, he assumed responsibility for Bankers Trust’s domestic index management business and in 1995 he became Chief Investment Officer for its Structured Investment Management Group. Mr. Salerno received a B.S. in Economics from Syracuse University and an M.B.A. in Finance from New York University. Mr. Salerno served as a director and member of the audit committee and conflicts committee of K-Sea Transportation Partners, L.P., formerly a NYSE-listed company, from 2004 until its acquisition in 2011. |
Steven Begleiter |
Mr. Steven L. Begleiter is Independent Director of WisdomTree Investments, Inc., since February 2011. Mr. Begleiter has served as Senior Principal at Flexpoint Ford, LLC, a private equity group focused on investments in financial services and healthcare, since October 2008. Prior to joining Flexpoint Ford, Mr. Begleiter spent 24 years at Bear Stearns & Co., serving first as an investment banker in the Financial Institutions Group and then as Senior Managing Director and member of its Management and Compensation Committee from 2002 to September 2008. Mr. Begleiter also served as head of Bear Stearns’ Corporate Strategy Group. Mr. Begleiter received his B.A. in Economics with honors from Haverford College. |
Anthony Bossone |
Mr. Anthony Bossone is Independent Director of WisdomTree Investments, Inc., since January 2009. Since 2003 Mr. Bossone has been the Chief Financial Officer of Atlantic-Pacific Capital, Inc., a broker-dealer and global placement agent dedicated to raising capital for alternative investment funds. From 2001 to 2003, Mr. Bossone was the Assistant Controller at SAC Capital Advisors, LLC, a hedge fund advisory firm, and from 1999 until 2001, Mr. Bossone served as an equity trader at Schonfeld Securities, LLC, a securities trading firm. Mr. Bossone began his career at PricewaterhouseCoopers LLP in 1993 where he was an audit manager until 1999. Mr. Bossone received his B.S. in Business and Economics with highest honors from Lehigh University and is a Certified Public Accountant. |
R. Jarrett Lilien |
Mr. R. Jarrett Lilien is Independent Director of WisdomTree Investments, Inc., since November 2008. Since January 2009, Mr. Lilien has served as Managing Partner of Bendigo Partners, a private equity and consulting firm focused on technology-enabled financial service companies, which he co-founded. Between 1999 and May 2008, Mr. Lilien was employed by E*Trade Financial Corporation, a brokerage and financial services firm, holding various positions including President and Chief Operating Officer, from 2003 to May 2008, and Acting Chief Executive Officer, from November 2007 until March 2008. Prior to his service at E*Trade, Mr. Lilien was Chief Executive Officer of TIR Securities, a global institutional brokerage firm that he co-founded in 1989 and which was later sold to E*Trade. Prior to TIR Securities, Mr. Lilien held various positions at Paine Webber and Autranet, Inc., a division of Donaldson, Lufkin & Jenrette, Inc., both brokerage and financial service firms. Mr. Lilien currently serves as President of the Jazz Foundation of America and is on the Board of Directors of Baryshnikov Arts Center and on the Advisory Board of WFUV FM Radio. Mr. Lilien received his B.A. in Economics from the University of Vermont. |
James Robinson |
Mr. James D. Robinson, IV, is Independent Director of WisdomTree Investments, Inc., since November 2004. Mr. Robinson is a Managing Partner of RRE Ventures, LLC, a venture capital firm primarily focused on technology companies, which he co-founded in 1994. From 1992 to 1994 Mr. Robinson was employed by Hambrecht & Quist Venture Capital, a venture capital firm, where he served as a General Partner for several investment funds for the firm. From 1986 to 1992, he was employed by JP Morgan & Company, where he worked on technology-related assignments, first within the Global Exposure Management group building risk management systems, and later as an investment banker in the Corporate Finance group focused on technology and communications companies. Mr. Robinson serves on the Board of Directors of numerous companies held in the investment portfolios of the RRE Ventures-affiliated funds. Mr. Robinson received a B.A. with a double degree in Computer Science and Business Administration from Antioch College and an M.B.A. from Harvard University. |
Basic Compensation
| Name | Fiscal Year Total |
|---|---|
Michael Steinhardt |
-- |
Jonathan Steinberg |
861,524 |
Bruce Lavine |
752,234 |
Amit Muni |
1,602,190 |
Gregory Barton |
159,338 |
Luciano Siracusano |
711,524 |
Peter Ziemba |
1,153,690 |
Frank Salerno |
-- |
Steven Begleiter |
-- |
Anthony Bossone |
-- |
R. Jarrett Lilien |
-- |
James Robinson |
-- |
As Of 30 Dec 2011
Options Compensation
| Name | Options | Value |
|---|---|---|
Michael Steinhardt |
0 | 0 |
Jonathan Steinberg |
1,100,000 | 0 |
Bruce Lavine |
0 | 0 |
Amit Muni |
0 | 0 |
Gregory Barton |
50,000 | 3,000 |
Luciano Siracusano |
139,649 | 456,105 |
Peter Ziemba |
0 | 0 |
Frank Salerno |
0 | 0 |
Steven Begleiter |
0 | 0 |
Anthony Bossone |
0 | 0 |
R. Jarrett Lilien |
0 | 0 |
James Robinson |
0 | 0 |
| Name | Shares Traded | Price |
|---|---|---|
SIRACUSANO LUCIANO III |
90,000 | $0.16 |
SIRACUSANO LUCIANO III |
90,000 | $12.28 |
SALERNO FRANK D |
10,000 | $13.76 |
BEGLEITER STEVEN L |
3,750 | $0.00 |
SALERNO FRANK D |
25,000 | $2.03 |
SALERNO FRANK D |
5,000 | $13.65 |
SALERNO FRANK D |
1,100 | $12.75 |
SALERNO FRANK D |
10,700 | $12.30 |
LILIEN ROBERT JARRETT |
19,000 | $11.81 |
LILIEN ROBERT JARRETT |
10,000 | $12.17 |
SALERNO FRANK D |
3,200 | $12.00 |
SALERNO FRANK D |
25,000 | $2.03 |
SIRACUSANO LUCIANO III |
30,000 | $0.16 |
SALERNO FRANK D |
10,000 | $12.54 |
SIRACUSANO LUCIANO III |
60,000 | $0.03 |
SIRACUSANO LUCIANO III |
90,000 | $11.99 |
SALERNO FRANK D |
7,500 | $10.25 |
BEGLEITER STEVEN L |
4,000 | $10.27 |
SALERNO FRANK D |
5,000 | $10.20 |
LAVINE BRUCE I |
45,000 | $10.22 |
ZIEMBA PETER M |
1,600 | $9.61 |
SALERNO FRANK D |
5,000 | $9.83 |
SALERNO FRANK D |
2,500 | $9.62 |
LAVINE BRUCE I |
20,000 | $9.56 |
SALERNO FRANK D |
5,000 | $9.40 |

